Daniel
Harkin
Hamilton Capital
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About this Advisor
Daniel Harkin is a financial advisor operating in Columbus, Ohio with 1 year of relevant experience. Harkin is currently employed by Hamilton Capital. Their career trajectory has included roles at Hamilton Captial, LLC, Morgan Stanley, Ubs, Osu, Phantom Pools, Swim & Raquet Country Club and Upper Arlington High School. Harkin holds a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Ohio. Hamilton Capital is a financial advisory firm headquartered in Columbus, OH. It has a total of 69 employees. It administers $4 billion in assets under management among its 7,905 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 47 charitable organizations. Of its 7,905 customer accounts, 39% belong to high-net-worth individuals who have at least $1 million in assets. Hamilton Capital performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees usually are based on which service is provided. Fees charged by Hamilton Capital can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hamilton Capital Brokerage Details
$3,757,878,034
69
7,905
$475,380
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Daniel Harkin Work History
Daniel has been registered as a financial advisor for 1 years.*
Hamilton Captial, LLC
Morgan Stanley
Ubs
Osu
Osu
Phantom Pools
Osu
Swim & Raquet Country Club
Upper Arlington High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Harkin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hamilton Capital
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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